11 Comments
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Louis Chew's avatar

This is fantastic - I've wanted more insight into the world of chips ever since your Nvidia post, and you really delivered here.

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Punch Card Investor's avatar

Thanks Louis, really appreciate it. I’d also recommend checking out some of the content in the links above, lots of good stuff there for diving deeper

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Giuliano's avatar

Wow, your articles are just another thing. Spectacular write up

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Punch Card Investor's avatar

way too kind Giuliano, thank you 🙏

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Nick E.'s avatar

Excellent write up. I am a huge Lisa Su fan!

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Jose's avatar

Amazing work!

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Punch Card Investor's avatar

Thanks Jose! Been spending quite a bit of time watching your new Semiconductors pod on YT - really good stuff

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Jose's avatar

I'm not that Jose. hehe Who you were taking about? I'm curious

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Tech Fund's avatar

Great note - will retweet

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